This document provides instructions for creating new patron records in a library system. It describes selecting the New Patron command from the File menu or toolbar button to begin the process. The user is then prompted to choose a patron record template, which contains fields like expiration date, patron codes for categories, and variable-length fields for contact information. The instructions emphasize entering data for each prompted field and using the Next button to move through the wizard until all required information is saved and the new record is complete.

1. Creating New Patron Records
1) To create a new Patron Record from Circulation Desk mode,
you can either select the New Patron command from
the File menu, or click on the New button on the toolbar.
The first time you create a new record, the system may
prompt you to select a Patron Record template, depending
on whether your login has more than one template in its
"Preferred" settings.

2. Creating New Patron Records, cont.

3. Creating New Patron Records, cont.
2) Click on the name of the template you would like to use, and
then choose the Select command. You can also double-click
on the name of the template. In our example we will be
creating a Tenure Track Faculty patron record.

4. Creating New Patron Records, cont.
Millennium Circulation offers a series of
dialogs, to assist you in entering patron
information. For each field that appears in
the selected template, Millennium
Circulation prompts you to enter a value for
that field. After entering data for the
displayed field, choose the Next button.

5. Creating New Patron Records, cont.
3) The first field in this template is Expiration Date, which is
a Fixed-length Field. This field can be used to block a patron
from checking out items if his or her registration has
expired. Most templates should have the expiration already
set to the desired expiration date. In our example above,
the Expiration date is set to 6/15/15. This date will change
to 6/15 of the following year on March 1s. The Patrons of the
Library template is one of the few that does not have a
fixed expiration date as their expiration date is 1 year from
the end of the month of creation.

6. Creating New Patron Records, cont.
4) The next fields are Patron Code fields, which may be used
categories to collect statistical data on patrons. The values
for these fields, the labels for the fields and the order for
prompts are all library specific decisions. In this
example, PCODE3 or Patron Code 3, is used to indicate the
patron's department/major. You can double click on this
field to bring up all available affiliations.

7. Creating New Patron Records, cont.
PCODE3 Field:

8. Creating New Patron Records, cont.
5) The next group of wizard prompts are for Variable-length Fields.
These include Name, CWID, Address, Phone Number, email
address, Patron Barcode and any notes you may want to enter.
The Address2 and Phone Number2 fields can be skipped.
Name: CWID:
Address: Phone Number:
Patron Barcode:Email Address:

9. Creating New Patron Records, cont.
6) After you have completed all of the wizard prompts,
Millennium Circulation allows you to edit the Patron Record
you just created to make any corrections. Choose
Save/Close once you have finished inputting all of the
Patron information.